Castleview Partners’s Stanley Black & Decker SWK Stock Holding History

Castleview Partners’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$835K	Buy	9,428 +912	+11%	+$85.6K	0.37%	62
2026 Q2	$802K	Buy	8,516 +1,974	+30%	+$155K	0.35%	66
2026 Q1	$465K	Buy	6,542 +1,065	+19%	+$85.6K	0.24%	101
2025 Q4	$407K	Buy	5,477 +1,300	+31%	+$91.5K	0.2%	112
2025 Q3	$310K	Buy	4,177 +531	+15%	+$38.9K	0.17%	128
2025 Q2	$247K	Buy	3,646 +480	+15%	+$31K	0.16%	149
2025 Q1	$243K	Buy	3,166 +70	+2%	+$5.9K	0.16%	150
2024 Q4	$247K	Buy	3,096 +324	+12%	+$30K	0.13%	160
2024 Q3	$305K	Buy	2,772 +103	+4%	+$9.9K	0.18%	137
2024 Q2	$213K	Buy	2,669 +2,151	+415%	+$189K	0.12%	169
2024 Q1	$50.7K	Buy	518 +16	+3%	+$1.48K	0.03%	355
2023 Q4	$49.2K	Buy	502 +1	+0.2%	+$88	0.03%	294
2023 Q3	$41.9K	Sell	501 -1	-0.2%	-$93	0.04%	276
2023 Q2	$47K	Buy	502 +1	+0.2%	+$83	0.04%	257
2023 Q1	$40.4K	Buy	501 +388	+343%	+$32.7K	0.04%	285
2022 Q4	$8.49K	Buy	+113	New	+$8.82K	0.01%	392

Other funds holding SWK

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Castleview Partners's SWK Position: Q3 2026 in Review

Castleview Partners increased its Stanley Black & Decker (SWK) stake by 11% in Q3 2026, buying an estimated $85.6K and bringing the position to 9,428 shares worth $835K. The position accounts for 0.37% of the portfolio, ranked #62.

Castleview Partners first reported a position in SWK in Q4 2022 and has held it in 16 quarters since. 129 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Castleview Partners held 9,428 shares of Stanley Black & Decker worth $835K as of Q3 2026.
Castleview Partners bought 912 Stanley Black & Decker shares in Q3 2026, an estimated $85.6K.
Stanley Black & Decker made up 0.37% of Castleview Partners's portfolio in Q3 2026, its #62 holding.
Castleview Partners first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 16 quarters since.
129 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.